Robert Masten is a registered investment advisor at Adaptfirst Investments LLC, based in Kernersville, NC, with 17 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 572 clients with $83M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
Kernersville, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert is a co-owner of a solar farm since 2002, which is not investment-related. He dedicates minimal time to this activity.
Employment History
Current Registrations
Adaptfirst Investments LLC
Previous Registrations
Masten Capital Management, LLC
Wachovia Securities, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.